Alex joined our team from Schumann Financial in Wheaton, where he supported the financial planning process, researched investment products, and assisted in managing a book of business. Alex’s background also includes a role at JPMorgan Chase, where he built meaningful client relationships and provided financial education, and at Bowling Green State University, where he honed his attention to detail in accounts payable.
Alex holds a Bachelor of Science in Business–Finance from Bowling Green State University and an Associate in Arts from College of DuPage, where he earned academic honors and was a member of Phi Theta Kappa Honors Society. He is licensed with the SIE, Series 6, Series 63, and State Life Insurance and is a CERTIFIED FINANCIAL PLANNER ® professional.
WHAT IS A CERTIFIED FINANCIAL PLANNER ®?
A CERTIFIED FINANCIAL PLANNER ®, or CFP ®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER® Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER ® Board of Standards Inc. owns the certification marks CFP ® and CERTIFIED FINANCIAL PLANNER ® in the U.S.